How to Create Custom Inquiries in Sage Service Operations (SSO)

Did you know you can enhance visibility on your Sage Service Operations Dashboard (View) using Manage Panels and Manage Inquiries? These options allow you to create on-screen reports and setup them up on your dash board. Let’s take a closer look at how it works.

Creating a New Inquiry

Suppose you want to see, at a glance, open work orders for your techs.

Adding Inquiries to Your SSO Dashboard

Now, let’s add the new inquiry to your Sage Service Operations (SSO) dashboard:

Select the Dash Board

Select menu, select manage panels

Select Open work orders by technician

Click save

Choose addition menu options on the menu bar on the inquiry such as the wrench to choose the number of rows to display and how often you want to refresh.

Do you want an overview of the work order from here? Click on work order number within the inquiry:

Do you manage specific sites?
Are your techs typically at specific locations?

Think of the possibilities build the inquiry, setup the filter, then add the panel.

Did you know that you can allow your field technicians to create work orders from the field?

This does require adjusting your settings and elevating permissions. However, think about this … enter work orders for after-hour emergency calls. No more lost paper tickets in the truck and no more entering work orders in the back office after the fact.

Assuming your workflow requires acknowledgement of the assignment. What if the tech is not looking at the tablet? Did you know that you about notifications? It’s not uncommon the techs have I-phone and/or tablet. Turning on the alert functions in the devices when an e-mail and/or text is received. Notifications serve way to e-mail communications to the technicians as quick reminder they have been assigned a work order.

Select Tools

Select Notifications

Enter work order number

Get Details

Click send notification

Select a technician

Select a cc (if applicable)

Enter a note. (i.e. Please acknowledge receipt of work order)

Select send notification

Next Up: Using Alerts

Do you have accounts you service where there are specific instructions for your techs need to know?

Any safety concerns?

Keep your eyes out for our next article when we talk about using alerts.